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VERATIS ADVISORS, INC.

CARY, NC · CRD 117892 · IAPD ↗ · veratisadvisors.com · 919-460-8875

$5.99BRegulatory AUM
4Advisory reps
8Employees
5Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — VERATIS ADVISORS, INC. reported RAUM up 34% ($4.48B -> $5.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.